Unlocking R&D Credit Value Through AI & Data Transformation
August 12, 2026Explore how artificial intelligence (AI) and data transformation can support efforts to drive new research and development (R&D) tax credit benefits, reduce disruption, and advance future-ready tax processes. This session will highlight how to identify eligible AI-related activities and costs while leveraging existing data and documentation to help build a more sustainable credit position. We’ll also cover practical approaches to data and AI readiness and share real-world examples of how data transformation is being applied across tax and R&D processes.
Learning Objectives:
Upon completion of this program, participants should be able to:
- Identify R&D tax credit-eligible activities and costs associated with AI investments.
- Discuss how leveraging AI and existing data and documentation can help reduce disruption and strengthen R&D tax credit sustainability.
- Outline a modern approach to data and AI readiness, including best practices and design tenets.
CPE Information
1.00 CPE Credit(s) (pending approval)
1 CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance, during live broadcast.
Who’s This For
CEOs, CFOs, CIOs, CTOs, controllers, owners, VPs of tax, directors of tax, VPs of finance, heads of IT, IT and security directors, and board members.
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.
Refund Policy
There is no fee associated with this event.
Program Level
Basic
Recommended Field of Study
Taxes
Advanced Preparation
None
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.